ISKIX Mutual Fund

ISKIX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
+1.17%
3 Months
+0.36%
6 Months
+2.37%
YTD
+4.97%
1 Year
+8.84%
3 Years (annualized)
+9.61%
5 Years (annualized)
+3.81%
10 Years (annualized)
+5.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISKIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+8.76%
vs Peers
-3.79%

ISKIX Mutual Fund Performance

ISKIX performance across multiple time periods: 1-month 1.17%, YTD 4.97%, 1-year 8.84%, 3-year 9.61%, 5-year 3.81%, 10-year 5.36%.

ISKIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

ISKIX vs another fund shows side-by-side returns. ISKIX alternatives are available in the Mutual Fund Screener.